Employee Benefits Account Manager

SDI Staffing

  • Carlsbad, CA
  • $70,000-95,000 per year
  • Permanent
  • Full-time
  • 6 days ago
Employee Benefits Account Manager needed for an Insurance Agency located in Carlsbad!
  • HOURS: Monday – Friday, 8:00 am – 5:00 pm
  • DURATION: Direct Hire
  • WORKPLACE: In office.
  • Open to discussing a possible hybrid schedule after training.
  • PAY: Position can pay $70k - $95k, depending on experience.
  • To qualify for $81k - $90k the qualified candidate must have a minimum five years, recent, experience working in an Independent Agency environment as an AM in Employee Benefits.
  • To qualify for $90k+, the qualified candidate must have a minimum ten years, recent, experience working in an Independent Agency environment as an AM in Employee Benefits.
  • BENEFITS: This client offers a full comprehensive benefits package to include Medical, Health Reimbursement Account, 401(k) with a match PTO and Sick Pay.
  • MORE BENEFITS!
This agency offers a Summer Schedule! For the months of June and July, staff can leave every other Friday at 1 pm and will be paid for a full day.
During 4th quarter, the agency buys lunch for the staff once a week.
(During 4th quarter to early January, the agency is very busy so it is hard to approve time off during this time.)
Family environment to include a supportive team, open door policy and things such as a chili-cook off!
Job Duties will include, but are not limited to:
– Will be responsible for managing groups of 10 - 75 lives.
– Build strong, long-term relationships with clients through clear communication and smart strategies.
– Tackle challenges head-on, offering creative, effective solutions before they become problems.
– Work with carriers, TPAs, and vendors to ensure clients get the best possible service.
– Help clients define and achieve their long-term benefits goals while staying compliant.
– Lead client meetings, conduct open enrollment webinars, and make benefits easy to understand.
– Manage the renewal process, anticipate concerns, and keep everything running smoothly.
– Collaborate with Benefit Advocates, HR teams, and brokers to deliver outstanding service.
– Provide training to HR personnel and help employees understand their benefits options.
– Identify opportunities to enhance client benefits packages with additional options.Requirements:
–The qualified candidate must have five years recent experience working with Employee Benefits (experience in HR environment will be considered).
–Must have a Bachelor’s Degree.
–Must hold an active CA Life/Health license OR be open to obtaining a license within 2 – 3 months of hire.
–Deep knowledge of benefits for groups with 25+ employees and current industry regulations.
–Bilingual Spanish a plus!
–Proficient with Microsoft Excel, Word, Outlook and PowerPoint.
–Ability to break down Medical, RX and Ancillary products into actionable insights.
–Organized, detail-oriented, a team-player and proactive.
–Must be able to multi-task and juggle priorities with ease.

SDI Staffing